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Microsoft Dynamics 365 CRM + Swell

Microsoft Dynamics 365 CRM + Swell

Microsoft Dynamics 365 CRM + Swell integrations

Create and send Swell invites for new Microsoft Dynamics 365 CRM leads

Effortlessly streamline your lead nurturing process with this automation that connects Microsoft Dynamics 365 CRM and Swell. Whenever a new lead is added in the CRM, an invite will be sent through Swell to engage and grow your leads. Save time and improve your lead conversion rate with this seamless workflow.

  1. When this happens...
    New Lead
    New Lead
    New LeadTriggers when a new lead is created.
  2. automatically do this!
    Send Invite
    Send Invite
    Send InviteThis will create a contact and then send them a review invite.
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More things you can do with Microsoft Dynamics 365 CRM and Swell

Discover other triggers and actions you can use with Microsoft Dynamics 365 CRM and Swell

  • Microsoft Dynamics 365 CRM triggers, actions, and search
    New Account

    Triggers when a new account is created.

    Trigger
    Polling
    Try It
    • Custom Entity
      Required
    Trigger
    Polling
    Try It
    • Info
    Trigger
    Polling
    Try It
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About Microsoft Dynamics 365 CRM
Microsoft Dynamics is built for any device, anywhere. Built for you. For Dynamics Version 9 and Dynamics 365.
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About Swell
Swell helps your business generate new reviews and generate feedback from customers.
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